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AstraZeneca

785 hedge funds and large institutions have $19.7B invested in AstraZeneca in 2020 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 271 increasing their positions, 226 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 618 (+12)

97% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 76

20% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 226

9% more funds holding

Funds holding: 722785 (+63)

7% more call options, than puts

Call options by funds: $451M | Put options by funds: $420M

0.52% less ownership

Funds ownership: 15.52%15% (-0.52%)

12% less capital invested

Capital invested by funds: $22.3B → $19.7B (-$2.63B)

Holders
785
Holders Change
+63
Holders Change %
+8.73%
% of All Funds
13.89%
Holding in Top 10
18
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+200%
% of All Funds
0.32%
New
150
Increased
271
Reduced
226
Closed
76
Calls
$451M
Puts
$420M
Net Calls
+$31.1M
Net Calls Change
+$28.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
651
Next Financial Group
Texas
$44K +$37.6K +355 +403%
SWA
652
Sutton Wealth Advisors
Florida
$42.6K
JWM
653
Janiczek Wealth Management
Colorado
$42K +$25.5K +241 +135%
ABC
654
Associated Banc-Corp
Wisconsin
$41K +$36.2K +342 +510%
NFSG
655
Newbridge Financial Services Group
Florida
$40K -$5.72K -54 -12%
AF
656
Allworth Financial
California
$39K +$424 +4 +1%
GAM
657
Gemmer Asset Management
California
$38K
JGIA
658
Jackson Grant Investment Advisers
Connecticut
$38K +$40.7K +384 New
SWA
659
SOA Wealth Advisors
New York
$38K +$41.3K +390 New
DAC
660
Dividend Assets Capital
South Carolina
$37K +$39.7K +375 New
OC
661
Oakworth Capital
Alabama
$35K
IPW
662
IronBridge Private Wealth
Texas
$35K +$37.1K +350 New
MRCM
663
M&R Capital Management
New Jersey
$34K -$7.94K -75 -18%
CWP
664
Concord Wealth Partners
Virginia
$34K +$35.6K +336 New
BWM
665
BerganKDV Wealth Management
Minnesota
$33K +$4.66K +44 +15%
TFGT
666
TS Financial Group (TSFG)
Illinois
$32K +$13.6K +128 +67%
EWM
667
Endurance Wealth Management
Rhode Island
$31K
WIM
668
Westside Investment Management
California
$30K +$15.9K +150 +27%
RMC
669
Resources Management Corp
Connecticut
$30K -$26.5K -250 -45%
CFG
670
CKW Financial Group
Hawaii
$30K -$15.9K -150 -33%
SFSIG
671
San Francisco Sentry Investment Group
California
$30K -$15.9K -150 -33%
TH
672
TCTC Holdings
Texas
$30K
BC
673
Bartlett & Co
Ohio
$30K +$2.22K +21 +8%
HFA
674
Hoover Financial Advisors
Pennsylvania
$30K +$31.1K +294 New
AWM
675
Avior Wealth Management
Nebraska
$30K +$32.7K +309 New